ARI
Applied Research Investments Portfolio holdings
AUM
$4.96M
1-Year Est. Return
23.99%
1 Year Est. Return
-23.99%
AUM
$4.96M
AUM Growth
-$17.7M
(-78%)
Holding
31
Top Sells
| 1 | +$969K | |
| 2 | +$952K | |
| 3 | +$900K | |
| 4 |
Accenture
ACN
|
+$893K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$833K |
Sector Composition
| 1 | Technology | 68.31% |
| 2 | Healthcare | 14.97% |
| 3 | Industrials | 6.86% |
| 4 | Communication Services | 5.55% |
| 5 | Consumer Discretionary | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Grupo Aeroportuario del Pacifico
PAC
$10.8B
| – | – |
-3,908
|
|
||
27
Shopify
SHOP
$225B
| – | – |
-13,350
|
|
||
28
S&P Global
SPGI
$150B
| – | – |
-2,825
|
|
||
29
Tesla
TSLA
$1.56T
| – | – |
-2,166
|
|
||
30
TSMC
TSM
$1.58T
| – | – |
-7,758
|
|
||
31
Trane Technologies
TT
$99B
| – | – |
-3,638
|
|